All Forum Posts by: Paul F. Kershing
Paul F. Kershing has started 3 posts and replied 9 times.
Post: Deeded Timeshare Resale

- Salinas, CA
- Posts 9
- Votes 1
Post: Deeded Timeshare Resale

- Salinas, CA
- Posts 9
- Votes 1
Post: Deeded Timeshare Resale

- Salinas, CA
- Posts 9
- Votes 1
Post: Converting a rental property to primary residence?

- Salinas, CA
- Posts 9
- Votes 1
@Basit Siddiqi Not sure about living it the property forever but the seller financing sound interesting. We might consider this.
Post: Financial Advisor in the Monterey, CA area

- Salinas, CA
- Posts 9
- Votes 1
@Greg HamerThank you your reply and I'll reach out
Post: Financial Advisor in the Monterey, CA area

- Salinas, CA
- Posts 9
- Votes 1
@Josh E. We are looking into down sizing at this time and have single family residences.
Post: Financial Advisor in the Monterey, CA area

- Salinas, CA
- Posts 9
- Votes 1
My wife and I are preparing for retirement in the near future, 1 - 3 years and looking for references for a Financial Advisor to provide a great exit strategy. Any recommendations in the Monterey, CA area?
Post: Converting a rental property to primary residence?

- Salinas, CA
- Posts 9
- Votes 1
Thank you for the insight to our tax consequences. The rental property with the capital gains was purchased 11 years ago using a 1031 exchange. Let me digest this information and get back to you.
Post: Converting a rental property to primary residence?

- Salinas, CA
- Posts 9
- Votes 1
I currently have a rental property with substantial assets gains. Since I will hopefully be retiring within 2-3 years, how can I avoid potential tax consequences? Can I opt to make it a primary residence?